RoutineKit – Repeatable WordPress Workflow Checklists for Agencies

RoutineKit solves the agency problem of replicating the same WordPress configuration changes across dozens or hundreds of client sites.

Unlike fleet-management tools that handle updates and monitoring, RoutineKit focuses on the human configuration work itself – the guided checklist and audit trail for what actually needs to be set up on each site.

Build reusable, step-by-step configuration checklists inside one site, then run them anywhere. Each step includes instructions, a direct deep-link to the exact settings page, and optional evidence capture – so your team always knows what was done, when, and by whom.

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Core Features (Free)

Everything below works with no payment required. Most features work on a single site with no account at all; items marked * require a free RoutineKit account.

• Workflow Builder – create reusable configuration checklists with step-by-step instructions
• Guided Runner – a floating sidebar that walks your team through each step and links directly to the right settings page. Put it in the admin bar, or hide it, if you would rather it stayed out of the way
• Auto-Capture – RoutineKit watches wp_options changes as you configure a site and offers to turn them into workflow steps automatically, with the exact values recorded for later
• Evidence Capture – attach screenshots or PDFs to a step as proof of what was done
• Step Notes – add private notes to any step while running a workflow
• Audit Trail – a timestamped log of who completed what and when, with before/after option snapshots
• Run History – review past executions per workflow
• 25+ Deep-Links – pre-built links to the most common WordPress, WooCommerce, Yoast SEO, Wordfence, and UpdraftPlus settings pages
• 5 Starter Templates – New Site Setup, Security Hardening, WooCommerce Launch, SEO Setup, Site Migration
• JSON Export/Import – share workflows between sites via JSON file
• Paste a Checklist – paste any list from Notion, Google Docs, or plain notes and it becomes a workflow instantly
• Unlimited workflows – no cap on the number of workflows per site
• Up to 3 connected sites – connect up to 3 sites to your free RoutineKit account *
• RoutineKit Cloud dashboard – manage connected sites from one place *
• Fleet push & assignment – push a workflow to connected sites and assign it to a site group * (up to 3 sites on free)

Pro Features (Agency / Agency Pro)

Pro is about scale. The features above keep working exactly as they do on the free plan; Pro raises the limits and adds the fleet-management layer on top.

• Up to 50 sites (Agency) or unlimited sites (Agency Pro) – connect your full client roster, not just 3
• Multiple site groups – organise sites into as many groups as you need, then push to a whole group at once
• Team members – invite colleagues to your RoutineKit account so they can manage and run workflows across sites
• Notes sharing – include step notes in a push so receiving sites see them alongside the workflow
• Progress sync – see run completions from every connected site in your central dashboard
• Priority support – dedicated email support (Agency Pro only)

External Services

RoutineKit communicates with an external service only when you explicitly connect to RoutineKit Cloud. No data is sent to any external server without an active connection.

RoutineKit Cloud

When you enter a license key and connect to RoutineKit Cloud, this plugin sends data to and receives data from https://app.routinekit.dev.

Data sent:
* Your site URL, site name, and WordPress version (on connect and heartbeat)
* RoutineKit plugin version (on heartbeat)
* Workflow structure (title, steps) when you push a workflow to a site group
* Execution completion status when a runner finishes a SaaS-assigned workflow

Data received:
* Workflow assignments pushed from your central dashboard
* Template library available for your plan
* License plan status

When this happens: Only after you explicitly enter a license key in RoutineKit > Settings > Cloud Connection. The connection can be removed at any time from the same screen, after which no further data is sent.

This service is operated by the plugin author. It is optional – the plugin is fully functional without it.

• Service endpoint: https://app.routinekit.dev
• Privacy policy: https://routinekit.dev/privacy
• Terms of service: https://routinekit.dev/terms

Privacy Policy

RoutineKit captures wp_options changes made during your admin sessions to help you build workflow steps (Auto-Capture feature). This data is stored locally in your own database and is never sent externally on the free plan.

The Auto-Capture buffer stores: the option name, old value, new value, the URL of the admin page where the change occurred, and the WordPress user ID of the person who made the change. This data is retained for a configurable period (default: 30 days, adjustable in Settings) and deleted automatically. It is fully removed when the plugin is uninstalled.

Execution audit trails store: which user ran a workflow, which steps were completed or skipped, timestamps, and any notes or evidence files uploaded. This data is stored locally in your database.

If you connect to RoutineKit Cloud (Pro), please review the RoutineKit Cloud privacy policy at https://routinekit.dev/privacy.

Third-Party Libraries

This plugin includes the following third-party library:

• html2canvas (v1.4.1, MIT License) – https://html2canvas.hertzen.com
  Used to capture screenshots of the admin screen for step evidence. Bundled once, as assets/js/html2canvas.min.js.